The new financial year is now underway and we wish everyone good health and wealth. It is a year in which Australian taxpayers will receive a tax cut, borrowers will continue to pay higher interest rates, while elevated inflation persists. Hopefully over the course of the year the latter two will fall, without significant rises in unemployment.

These are obviously uncertain times and there have even been reports of a “baby recession”, attributed to the rising cost of living pressures and economic uncertainty. One study showed the number of births in Australia in 2023 dropped to the lowest level since 2006!

So, we are pleased to announce that Qian, like any good investor, has gone against this trend! Qian and her husband, Larry, have recently welcomed a baby boy Aidan into their family, as a little brother to Clara.

Qian will now be on maternity leave for the next year and we definitely look forward to her return to the office next year, after a well-earned “break”.

We recently welcomed Allyce George to the team who will be working in a hybrid role of Client Service Officer and Paraplanner.  Allyce brings a wealth of experience and has worked for financial institutions in Barbados, Cayman Islands, Guernsey as well as Brisbane.  We are delighted to have Allyce on board!